Oct 23, 2020
According to a recent study from Bank of America Merrill Lynch, women are living an average of five years longer than men but accumulating about $70,000 less for their retirement. The study, the “2019 Bank of America Merrill Lynch Workplace Benefits Report,” indicated... Oct 23, 2020
In early 2020, it became clear that the novel coronavirus (COVID-19) was going to create a serious problem for the global economy. The question for many U.S. investors was more localized: How would it affect Wall Street’s historic run upward under the presidency of... 
Oct 21, 2020
By Bryan Ellis Here’s the ultimate “what if” question for owners of self-directed IRAs and 401(k)s: What if it was possible to get the tax benefits of both Traditional accounts and Roth accounts at the same time rather than having to choose? Wouldn’t it be nice to... 
Oct 21, 2020
By Tom Olson Earlier this year, a colleague of mine asked me something he believed would be a difficult question: “What will you do if real estate investing stops being profitable?” I believe he asked the question to spark discussion and debate about the economy and... 
Oct 21, 2020
By Reneika Lightbourne A solo 401(k) is an IRS-approved qualified retirement plan designed to help self-employed workers or business owners save and invest for retirement. Otherwise, called an individual 401(k) or uni-k, a self-directed solo 401(k) is one of the most... 